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Three Pillars. One Strategic Partner.
Institutional-grade advisory built for the complexity of modern asset management.
Tax Advisory
Tax advisory across the full stack - fund structures, management companies, and founder wealth.
Finance Strategy
Accounting, controls, treasury, and expense management
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Automation
Process automation and AI for the next era of asset management.
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Protect capital and sharpen tax strategy.
From fund formation to founder and family office planning - tax expertise across the lifecycle.
Commercially-minded guidance on complex structures, transactions, and instruments - with a focus on optimizing after-tax returns and avoiding costly mistakes.
Global and domestic structuring that scales tax efficiently as your firm grows, with focused advisory on areas such as PM onboarding, comp structures, and tax incentives.
Personal tax advisory across income, estate, and gift tax - including domicile issues, succession planning, high-value acquisitions, and wealth transfer strategies.
Support across tax compliance engagements, K-1s, audit defense, and coordination with outside counsel.
Tighten the global monthly close, strengthen regulatory capital monitoring, and bring discipline to accruals, reconciliations, and external audits.
Oversight of bank counterparties, efficient global funding, and cash management program.
Senior-level support on Finance strategy - budgeting, forecasting, reporting and complex accounting policies.
Streamline AP operations, Travel & Expense programs, Soft Dollar processes, passthrough reporting, and mock audits of expense policies and PPM/ADV disclosures.
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Finance functions that eliminate friction.
Senior finance leadership partnering in your firm's long-term success.
Operational leverage built into your firm.
Automation and AI advisory that eliminates manual overhead and positions your firm for scale.
Design and implement automated solutions that eliminate repetitive work, reduce errors, and free your team to focus on higher-value activities.
Centralize data, unlock automation, and position your firm for AI adoption - while reducing key-person risk and strengthening controls.
Cut through vendor and AI hype with objective build-vs-buy guidance and ROI analysis - so your firm invests in technology that actually fits your workflows.
Enable your finance and tax professionals to work more independently with the tools and processes to be self-sufficient.
Common questions
about working with us.
The Solution Lab is founder-led, meaning you work directly with someone who has the track record. No handoff, learning curve, or costly layers of billable hours.
Engagements are tailored to your firm's priorities and can be scoped out as retained, interim, or discrete project work. You get exactly the right resource for where your firm is today without the commitment of a full-time hire.
Yes - and that's often the most effective model. The Solution Lab is designed to complement internal teams and outside advisors, filling gaps and providing senior oversight on work that falls outside of their bandwidth or area of expertise.
We start with a focused conversation to understand your firm's priorities, structure, and gaps. From there, engagements can be scoped out quickly with no lengthy procurement process or ramp-up period required.
We work with both new launches and mature institutions. There is scope to partner with any size firm - particularly in an environment that continues to bring new challenges and room for innovation.
Our engagements are selective - driven by an alignment of needs and expertise.